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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-09 |
| KS | RA | APPROVED | 2015-09-08 |
| MO | RA | APPROVED | 2015-09-03 |
Branch Locations
4622 Pennsylvania Avenue 8Th Floor, Kansas City, MO 64112 • United States
11150 Overbrook Road S Suite 300, Leawood, KS 66211 • United States
Fort Worth, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Kansas City | MO | 09/2015 | Present |
1) Lipari Real Estate LLC / Summit, MO 64081 / Partnership/ Real Estate / Real Estate Investment / Partner / / My wife manages the properties, I offer perspective to her / Start Date 11/26/92 /// 2) Big Brother Big Sisters of Kansas City Alumni Board of Directors / 1709 Walnut Street Kansas City, MO 64108/ Charity/ Charity / Mentors children and teens / Advisor or advisory group member if advice given may influence an officer/board / Honoree Advisory Board, no official duties will be performed / Start Date: 10/1/2017 ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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